CFP®, ADPA®, AMWA®, AEP®, CAP®, RICP®, Life & Health Insurance License
Ray’s experience in the financial services industry spans almost 40 years, including time spent as the head of equity trading at JP Morgan. During his career he developed a passion for the philanthropic space both personally and professionally. He enjoys helping clients incorporate charitable giving into their overall financial strategy and hopes to increase the impact of that giving, as well as engage other family members in the giving process. He has a special interest in eldercare planning and social security, as well as executive benefits like stock options, RSUs, deferred compensation and non-qualified retirement plans. Ray supports education based non-profit organizations like Preschool Advantage which provides tuition for families in need. He is a long-time resident of Basking Ridge, NJ and enjoys playing tennis, golf and bicycling. Ray and his wife have three successful adult children.
- BA, Kean University
- CERTIFIED FINANCIAL PLANNER™ Professional
- Accredited Domestic Partnership Advisor℠
- Accredited Wealth Management Advisor℠
- Accredited Estate Planner®
- Chartered Advisor in Philanthropy®
- Retirement Income Certified Professional®
- Five Star Wealth Manager (2016-2018 & 2021)1
Ray is located in our Warren, NJ office.
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1Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016,2017, 2018 or 2021 FIVE STAR Wealth Managers.
Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Warren, NJ office advisors are not affiliated with LPL Financial.